As a small business owner, managing all the moving parts of your company can feel overwhelming. That’s where Business Management Elevated comes in. Our CRM software offers a range of features that can help streamline your operations and save you time. Here are five ways our software can benefit your small business:
- Customizable Workspaces: With Business Management Elevated, you can create custom workspaces for each entity in your business (such as leads, opportunities, and sales). These workspaces can be organized by status, allowing you to easily track progress and move entities through the pipeline.
- Access-Driven Reports: Our software allows you to create custom reports and dashboards that are tailored to your specific business needs. You can also control access to these reports, ensuring that only relevant team members can view sensitive information.
- Calendar View: The calendar view in Business Management Elevated allows you to easily see upcoming appointments and deadlines. You can also create new events and schedule follow-up tasks directly from the calendar.
- Workflow Automation: With our workflow automation feature, you can create triggers that automatically perform actions when certain conditions are met. For example, you could set up an automated email to be sent when a lead reaches a certain stage in the sales process.
- Mobile App: Business Management Elevated offers a mobile app that allows you to access your CRM on-the-go. You can view and update entities, manage tasks, and check your calendar all from your mobile device.
By utilizing these features, you can streamline your small business operations and save time. With Business Management Elevated, you’ll have the tools you need to manage your business more efficiently.